Emotional Intelligence: Why It is Key to Your Leadership Journey

What does Emotional Intelligence mean, and how do we apply it in our advancement careers? This session will provide an overview of Emotional Intelligence, looking at its roots in brain and behavioral research. We will hear how the concepts have manifested in practice across advancement disciplines and played a role in the leadership experiences of Academy faculty. Finally, you will have an opportunity to flex your emotional intelligence muscles in small work groups, with the understanding that these aren’t necessarily capacities that you are born with – but skills you can learn and hone.

10:30–11:15 AM

Plenary Session

Speakers: Sue Cunningham, President and CEO, CASE and Rachel Ciporen, coach and educator, Teachers College Columbia University



11:15–11:30

Stretch Break

11:30 AM–12:15 PM

Panel Response

Panelists: Gord Arbeau, Associate Vice-President Advancement and External Relations, Brock University; Karen Osborne, Senior Strategist, The Osborne Group; and Paul Rucker, Vice President for Alumni and Stakeholder Engagement, University of Washington

Moderator: Sue Cunningham, President and CEO, CASE

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.

Leadership in Advancement: The Solo Event in a Team Sport

Great leaders leverage more than just the power of their position to get things done. This session will provide an overview of the building blocks of leadership: self-awareness, defining a vision and the strategy that will achieve it, and leveraging well-constructed teams that have a multiplier effect. A panel of experienced leaders will then share examples of their leadership moments that bring these principles to life.



10:30–11:15 AM

Plenary Session

Speaker: Fritz Schroeder, Vice President for Development and Alumni Relations, Johns Hopkins University

11:15-11:30

Stretch Break

11:30 AM–12:15 PM

Panel Response

Panelists: Patti Hill-Callahan, Vice President of Medical and Health Sciences Advancement, The Ohio State University Wexner Medical Center; Chris Clarke, Senior Assistant Vice President for Trinity College and Graduate School Development, Duke University; and Kathryn Van Sickle, Major Gift Officer, University Development, Columbia University

Moderator: Fritz Schroeder, Vice President for Development and Alumni Relations, Johns Hopkins University

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.

Strategic Thinking: Central to Every Aspect Your Growth and Success 

Mastering this competency is not easy. It requires thinking and making decisions with more context and nuance. Looking at and analyzing information and data with a wider, longer, and deeper lens. Mastering or burnishing this skill will result in greater alignment, fewer silos, more innovations and creativity, less conflict, and more collaboration. 

Did I mention more enjoyment and less stress! 

Join us for an information packed, experiential, day on a topic that can fuel your career. 

10:30–11:15 AM

Plenary Session

Speaker: Karen Osborne, Senior Strategist, The Osborne Group, Inc. 

11:15–11:30

Stretch Break

11:30 AM–12:15 PM

Panel Response

Panelists: Constance French, Vice President for Principal Gifts and Interim Vice President for Development Central Programs, Oregon State University Foundation; Enrique Gonzalez-Salgado, Associate Vice President for Philanthropy, Scripps College; Angelique Grant, Senior Consultant and Vice President, Aspen Leadership Group; and Laurel McCombs, Senior Philanthropy Advisor, The Osborne Group, Inc.

Moderator: Karen Osborne, Senior Strategist, The Osborne Group, Inc.

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.

Cultural Intelligence: What It Is, How It's Used and Why It Will Make You a Better Leader

Navigating your way through different cultures is complex and challenging but the best leaders have made it their business to understand and be comfortable in their own culture and to utilize cultural literacy to understand others.  The principal focus for these sessions will be how to develop cultural literacy with an emphasis on cultural intelligence and understanding bias through the lens of philanthropy. Beginning with curiosity and humility, you’ll learn how to an active, attentive and authentic listener.

10:30–11:15 AM

Plenary Session

Speakers: Ian Edwards, Partner, More Partnership and Flo Bill, Partner, More Partnership 

11:15–11:30

Stretch Break

11:30 AM–12:15 PM

Panel Response

Panelists: Professor Tumani Corrah, Director, Africa Research Excellence Fund; Philip Sohmen, Co-founder and Board Member, YK Pao School; and Lorna Somers, Associate Vice President, Development, McMaster University

Moderator: Ian Edwards, Partner, More Partnership

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.

Building Strategic Relationships

John Donne famously wrote, “No man is an island, entire of itself; every man is a piece of the continent, a part of the main.” This is never more true than for the Advancement professional where collaboration and teamwork are hallmarks of a successful leader. In these sessions, we’ll explore how to proactively develop and sustain strategic partnerships as well as the importance of consensus building to define complicated challenges and achieve leading solutions. Participants will learn how effectively utilizing interpersonal skills and developing an interdependent approach are essential to mastering this competency.

10:30–11:15 AM

Plenary Session

Speakers: Gord Arbeau, Associate Vice-President Advancement and External Relations, Brock University and Liesel Elder, Chief Development Officer, Oxford University

11:15–11:30

Stretch Break

11:30 AM–12:15 PM

Panel Response

Panelists: Russell Ally, Executive Director, Alumni and Development, University of Cape Town; Nathalie Fontana, Director of Development and Alumni Relations, ESMT Berlin; and Luna Sidhu, Director of Development, Blavatnik School of Government, University of Oxford

Moderators: Gord Arbeau, Associate Vice-President Advancement and External Relations, Brock University and Liesel Elder, Chief Development Officer, Oxford University

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.

Business Acumen: Your Secret Sauce for Successful Advancement Leadership  

The institutions we work for are increasingly sophisticated and complex financial organizations. Advancement programs operating within this context require leaders with strong business and financial acumen. This session will discuss the skills you need and why you need them. We’ll also talk about how to go about enhancing your abilities in this critical area and hear from senior leaders discuss how they developed their own abilities in this area, as well as how they develop potential leaders within their own organizations. The session will conclude with small group meetings where you can work with colleagues to develop your own plan for enhancing your business acumen.  

10:30–11:15 AM

Plenary Session

Speaker: Mike Goodwin, President and CEO (retired), Oregon State University Foundation

11:15–11:30

Stretch Break

11:30 AM–12:15 PM

Panel Response

Panelists: Vita Pickrum, Ed.D, CFRE, Vice President of the Division of Institutional Advancement, Delaware State University and President, Delaware State University Foundation; Kathleen M. Schmidlkofer, CEO and President, University of Minnesota Foundation; and George Watt, AGB Senior Fellow, Association of Governing Boards Moderator: Mike Goodwin, President and CEO (retired), Oregon State University Foundation

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.

Leading with Integrity and Professionalism  

Advancement leaders represent the reputation of their institutions and are called upon to set a tone and model behavior that centers an authentic and comprehensive commitment to people – students, donors, employees, communities – as foundational to our definition of leadership. In these sessions, extraordinary industry, higher education and non-profit leaders will explore the ‘moral compass’ of integrity and professionalism, including empathy, personal accountability, ethical conduct and building and sustaining inclusive and equitable communities.

10:30–11:15 AM

Plenary Session

Speaker: Paul Rucker, Vice President for Alumni and Stakeholder Engagement, University of Washington

Joined by: Howard Behar, Retired President, Starbucks Coffee Company North America & Starbucks International; and Dr. Sheila Edwards Lange, President, Seattle Central College

11:15–11:30

Stretch Break

11:30 AM–12:15 PM

Panel Response

Panelists: Howard Behar, Retired President, Starbucks Coffee Company North America & Starbucks International; Sue Cunningham, President and CEO, CASE; and Dr. Sheila Edwards Lange, President, Seattle Central College

Moderator: Paul Rucker, Vice President for Alumni and Stakeholder Engagement, University of Washington

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.

Exploring the Next Steps in Your Leadership Journey

You’ve spent the last seven months exploring leadership in all its complexity. You’ve delved into essential competencies and hopefully, developed professional contacts that will support you throughout your Advancement career. Designed to help participants reflect on their CASE Academy experience and explore next steps in their leadership journey, these interactive sessions will be an opportunity to share learnings and achievements as well as hear from the Faculty on their tips and advice for achieving future leadership goals.

10:30–11:15 AM

All Faculty Panel

Moderator: Amy Bronson, Associate Vice President of Advancement Resources and Strategic Talent Management, Boston University

11:15–11:30

Stretch Break

11:30 AM–12:15 PM

Participant Learnings Showcase

Moderator: Amy Bronson, Associate Vice President of Advancement Resources and Strategic Talent Management, Boston University

12:15–12:30

Stretch Break

12:30–2:00

Cohort Conversations

All Faculty

Participants will have the opportunity to engage in small group discussion with fellow attendees to maximize their learning throughout the Academy. These conversations are facilitated by a faculty leader and are designed to help attendees more deeply explore concepts covered each month.